Tax and Accounting Conference Content

In late September, ICI convened more than 650 professionals in sunny Boca Raton for the 2024 Tax and Accounting Conference (TAC). The annual event connects leading experts in asset management, law, and accounting with top regulators for important conversations on tax policy and...

ICI President’s Address Eric J. Pan President and CEO Investment Company Institute ICI Tax and Accounting Conference Boca Raton, Florida September 24, 2024 Introduction: Good morning. It’s great to see so many of our members and partners represented here. I and the entire team at ICI...

Eric J. Pan President and CEO, Investment Company Institute September 21, 2021 Watch the video here. As prepared for delivery. Thank you, Jon Davis, for the warm welcome and for your service to ICI as chair of the Institute’s Tax Committee for the past five years. My thanks as well to...

Keynote Address 2020 ICI Tax and Accounting Conference (Virtual) Delivering on the Promises We Have Made to Investors Paul Schott Stevens President and CEO Investment Company Institute September 22, 2020 As prepared for delivery. Thank you, Keith [Lawson], both for that introduction...

Keynote Address: 2018 ICI Tax and Accounting Conference Susan Olson General Counsel Investment Company Institute October 1, 2018 San Diego, CA As prepared for delivery. Hello and good morning! If I didn’t get an opportunity to speak with you at last night’s reception, welcome to San...

Putting Our Principle into Practice 2015 ICI Tax and Accounting Conference David W. Blass General Counsel Investment Company Institute September 28, 2015 Orlando, FL Thank you, Greg, for the kind introduction, and for your leadership in developing what promises to be a terrific...